Sarah Sikorski, CPA, CFP®
DIRECTOR, WEALTH MANAGEMENT
Recent Posts
Featured Post:
4 Ways to Invest Your Chevron Incentive Plan (CIP)
Bonus time can be exhilarating – a large lump sum of cash that Chevron employees can use for many expenses – paying off debt, taking a vacation, or hiding under the mattress for a rainy day. But for...
How to Use Cash Reserves as an Emergency Fund for Retirement
by Sarah Sikorski, CPA, CFP®
February 13, 2026
How the Pro-Rata Rule Impacts Your Backdoor Roth Contributions
by Sarah Sikorski, CPA, CFP®
January 23, 2026
How to Select Retiree Medical Health Benefits for BP Professionals
by Sarah Sikorski, CPA, CFP®
November 25, 2025
When to Hire a Financial Advisor and When You Shouldn’t
by Sarah Sikorski, CPA, CFP®
June 27, 2025
How to Evaluate BP Disability Insurance Costs & How Much You Need
by Sarah Sikorski, CPA, CFP®
March 18, 2025
Saving for Retirement? 7 Ways BP Executives Can Save More in the ESP
by Sarah Sikorski, CPA, CFP®
March 04, 2025
BP HSA Tax Benefits & Investment Strategies To Consider in Open Enrollment
by Sarah Sikorski, CPA, CFP®
January 23, 2025
How Mega Backdoor Roth Contributions Can Boost Your Retirement Savings
by Sarah Sikorski, CPA, CFP®
November 25, 2024
Tax Planning for Retirees: Navigating the Medicare and Social Security Tax Rates
by Sarah Sikorski, CPA, CFP®
January 06, 2022

